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iShares US Small Cap Equity Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
26
Madison Wealth Partners
Wisconsin
$23M +$90.7K +1,168 +0.4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$22.1M +$6.08M +78,280 +37%
Osaic Holdings
28
Osaic Holdings
Arizona
$22M +$271K +3,485 +1%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$22M -$828K -10,659 -4%
FF
30
Fox Financial
Pennsylvania
$21.4M +$83.7K +1,077 +0.4%
PAG
31
Private Advisor Group
New Jersey
$20.7M +$252K +3,240 +1%
RWM
32
Reston Wealth Management
Virginia
$20.1M +$348K +4,475 +2%
IA
33
Integrity Alliance
Iowa
$19.7M +$1.63M +20,969 +9%
SL
34
Systelligence LLC
Minnesota
$16.4M +$4.15M +53,416 +33%
Morgan Stanley
35
Morgan Stanley
New York
$16.2M +$3.83M +49,302 +30%
UBS Group
36
UBS Group
Switzerland
$15.9M +$3.95M +50,822 +32%
FOR
37
Family Office Research
Maryland
$15.5M +$182K +2,337 +1%
YIA
38
YHB Investment Advisors
Connecticut
$14.3M +$4.26M +54,829 +41%
BPA
39
Beacon Pointe Advisors
California
$14.2M +$3.11M +40,080 +27%
GWM
40
Geneos Wealth Management
Colorado
$13.6M +$1.69M +21,710 +14%
PGFC
41
Peapack-Gladstone Financial Corp
New Jersey
$13.5M +$2.83M +36,432 +26%
ETC
42
Exchange Traded Concepts
Oklahoma
$12.6M -$2.19M -28,177 -14%
AIA
43
AssuredPartners Investment Advisors
Florida
$12.5M +$12.7M +163,184 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$12.1M -$372K -4,794 -3%
PWM
45
PTM Wealth Management
United States
$11.6M -$2.24M -28,857 -16%
AFA
46
AllGen Financial Advisors
Florida
$11.6M +$11.9M +153,712 New
WWA
47
WCG Wealth Advisors
Nevada
$11.3M +$310K +3,996 +3%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$11.3M -$1.11M -14,340 -9%
SWP
49
Stratos Wealth Partners
Ohio
$11.2M +$688K +8,860 +6%
MML Investors Services
50
MML Investors Services
Massachusetts
$11.1M -$760K -9,785 -6%